SageView Advisory Group’s Calamos S&P 500 Structured Alt Protection ETF - December CPSD Stock Holding History

SageView Advisory Group’s Portfolio CPSD Stock Details CPSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$612K	Hold	22,921	–	–	0.02%	329
2026 Q1	$594K	Hold	22,921	–	–	0.02%	320
2025 Q4	$597K	Hold	22,921	–	–	0.02%	332
2025 Q3	$585K	Hold	22,921	–	–	0.02%	352
2025 Q2	$575K	Hold	22,921	–	–	0.02%	343
2025 Q1	$548K	Buy	+22,921	New	+$555K	0.02%	330

Other funds holding CPSD

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NECFA

New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $320M AUM 19.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advisor OS Chicago, Illinois $1.5B AUM 21.75% 1-Year Est. Return

Stolz & Associates Tacoma, Washington $160M AUM

Cyr Financial Hennepin, Illinois $192M AUM 13.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SageView Advisory Group's CPSD Position: Q2 2026 in Review

SageView Advisory Group held its Calamos S&P 500 Structured Alt Protection ETF - December (CPSD) position steady in Q2 2026 at 22,921 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #329.

SageView Advisory Group first reported a position in CPSD in Q1 2025 and has held it in 6 quarters since. 34 funds tracked by Wall St. Rank hold CPSD as of Q2 2026.

SageView Advisory Group held 22,921 shares of Calamos S&P 500 Structured Alt Protection ETF - December worth $612K as of Q2 2026.
SageView Advisory Group left its Calamos S&P 500 Structured Alt Protection ETF - December share count unchanged in Q2 2026.
Calamos S&P 500 Structured Alt Protection ETF - December made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #329 holding.
SageView Advisory Group first reported a position in Calamos S&P 500 Structured Alt Protection ETF - December in Q1 2025 and has held it in 6 quarters since.
34 funds tracked by Wall St. Rank held Calamos S&P 500 Structured Alt Protection ETF - December as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.